Williams Jones Wealth Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.34M | Sell |
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|
2025
Q2 | $2.12M | Sell |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $1.7M | Sell |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $3.46M | Buy |
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|
2022
Q4 | $3.24M | Buy |
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|
2022
Q3 | $2.99M | Buy |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.41M | Sell |
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|
2021
Q4 | $3.26M | Buy |
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|
2021
Q3 | $3.15M | Sell |
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|
2021
Q2 | $2.97M | Buy |
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|
2021
Q1 | $2.2M | Buy |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $419K | Sell |
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|
2020
Q2 | $506K | Buy |
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